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* 1. My financial adviser takes the time to understand my  financial needs, objectives and goals.

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* 2. My financial adviser clearly explained their role and responsibilities to me as a client?

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* 3. My financial adviser clearly explains any services offered and the associated costs.

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* 4. My financial adviser presented recommendations to me in a easy to understand way.

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* 5. The products or services my financial adviser recommends meet my needs and objectives.

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* 6. I feel supported in post sale communications with my adviser.

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* 7. The initial fees discussed offer good value.

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* 8. The ongoing fees discussed offer good value.

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* 9. My financial adviser acts honestly, fairly and openly.

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* 10. Please do leave your contact details if you are happy to do so, and we would appreciate any other comments or suggestions you may have.

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